S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$20.6M
3
+$12.2M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.32%
2 Healthcare 3.78%
3 Financials 3.16%
4 Consumer Discretionary 2.91%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.52K ﹤0.01%
+567
802
$1.51K ﹤0.01%
+16
803
$1.51K ﹤0.01%
+14
804
$1.5K ﹤0.01%
+6
805
$1.47K ﹤0.01%
+159
806
$1.47K ﹤0.01%
+40
807
$1.47K ﹤0.01%
+3
808
$1.44K ﹤0.01%
+7
809
$1.44K ﹤0.01%
+32
810
$1.44K ﹤0.01%
+10
811
$1.43K ﹤0.01%
+51
812
$1.42K ﹤0.01%
+23
813
$1.42K ﹤0.01%
+42
814
$1.41K ﹤0.01%
+14
815
$1.41K ﹤0.01%
+24
816
$1.4K ﹤0.01%
+60
817
$1.4K ﹤0.01%
+39
818
$1.4K ﹤0.01%
+40
819
$1.4K ﹤0.01%
+7
820
$1.4K ﹤0.01%
+39
821
$1.39K ﹤0.01%
+69
822
$1.39K ﹤0.01%
+15
823
$1.38K ﹤0.01%
+28
824
$1.38K ﹤0.01%
+70
825
$1.37K ﹤0.01%
+9
31 32
33
34 35